PCAR
NASDAQ · Industrials · Agricultural - Machinery · US
Research · Oct 29, 2026
Heavy-Duty Trucking Adopts Staged EPA 2027 Emissions Transition
PACCAR and Rush say fleets prefer proven 200 mg engines while testing lower-NOx technology, turning the EPA 2027 shift into a staged transition.
Research · Oct 29, 2026
PACCAR (PCAR) Q3 2026 Earnings: Parts Growth Relies on Pricing
PACCAR Q3 2026 net income rose 44% on truck pricing, but parts growth of 3.2% came almost entirely from price as North American volume fell and the 2026 parts outlook was cut to about 3%.
Research · Oct 16, 2026
[PCAR] PACCAR: Q3 2026 earnings preview on truck deliveries and margin
PACCAR earned $1.43 per share on $7.55 billion of Q2 2026 revenue as gross margin rose to about 14.4%; Q3 tests whether about 42,000 deliveries keep margin at 14.4%-14.5%.
Research · Sep 3, 2026
[PCAR] PACCAR Thesis 2026: Truck Cycle Troughs as Company Reaches Zero Net Debt
PACCAR FY25 (Dec 31, 2025) at $28.4B revenue (-15.5% Class 8 cycle trough). OpInc $2.96B (-39%); Net income $2.38B (-43%); Diluted EPS $4.51. FCF $3.03B (+5%). Div $2.27B held. Total debt $0 (vs $15.9B FY24, classification reset). Trucks ~80% (Kenworth, Peterbilt, DAF); Parts ~12%; Financial Services ~8%. Class 8 production ~250-260K (vs ~340K peak FY23). Citi $125→$130; Evercore $119→$143 (Street-high); Freedom Broker downgrade Buy→Hold March 26.